JONES WEALTH ADVISORS, LLC

Overview

Jones Wealth Advisors, LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients and offers a mix of advisory engagements: ongoing portfolio management for individuals, small businesses, and institutional/business clients, together with comprehensive financial planning. Its fee options include a percentage-of-assets model as well as hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and reports an affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices